Create a templated agreement from an HTTP request
When another system is ready to start an agreement, a request to Notis can kick off a Documenso document from a template.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Use Template (v2-beta)
Tool to create a document from a template. Use when you need to instantiate a template with recipients and optional prefills.
Why this helps
Starting an agreement often means leaving the system that already captured the request and entering the same information again.
- Start agreement creation from an HTTP request
- Use a consistent Documenso template
- Reduce manual re-entry of request details
Setup
Build it in a few focused steps.
- 1Connect Documenso once in the Notis portal.
- 2Create an automation and name it for webhook agreement requests.
- 3Tell Notis to create a document from the specified Documenso template using details supplied with the request.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real example request and review the created document.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it. The request should provide the information the automation needs.
Does the workflow choose a template automatically?
Your instruction can identify which template to use. If the request does not identify one, specify a default template in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Documenso. A trigger fires from one place; an action lands in another.
Agent mail triggers
Documenso actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Connect any two apps with Notis in the middle.
Agent mail and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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